US W-8 / Foreign-Vendor
Capture foreign-vendor W-8 forms, apply 30%/treaty NRA withholding and build a 1042-S data worksheet
Capture foreign-vendor W-8 forms, apply 30%/treaty NRA withholding and build a 1042-S data worksheet
Key Features
W-8 record with all four form types (W-8BEN
W-8 record with all four form types (W-8BEN / W-8BEN-E / W-8ECI / W-8EXP), beneficial-owner identity, foreign address, foreign + US TIN, GIIN (with format validation), chapter 3 status and chapter 4 (FATCA) status.
3-year validity engine
a W-8 is valid through 31 December of the third succeeding calendar year after it is signed; expiry is computed and a daily cron flags expired forms and raises refresh activities.
NRA withholding-rate engine
30% statutory default, reduced by an income-tax treaty rate looked up by (country, income type) from an editable treaty table; W-8ECI (effectively connected) and W-8EXP (exempt) resolve to 0%; an expired or non-validated W-8 reverts to the
Editable tax-treaty rate table seeded with common country
Editable tax-treaty rate table seeded with common country / income-type rates (interest, dividends, royalties, services, etc.).
Withholding ledger
log each reportable US-source payment with its 1042-S income code; the rate, tax withheld and net are computed automatically.
1042-S worksheet builder
aggregate the ledger by recipient + income code + chapter status over any date range, view it on screen and export to CSV.
Foreign-vendor flagging on the partner
W-8 status, current effective rate, and a pre-payment guard helper.
Request workflow (Requested -> Received -> Validated ->
Request workflow (Requested -> Received -> Validated -> Expired) with email template, chatter and scheduled activities.
Screenshots
Treaty Rates
W 8 Records
Treaty Rates
Withholding Ledger
Why Choose This Module
Why this module Foreign-vendor withholding is routinely ignored until an IRS audit. There is nothing native in Odoo to capture W-8 forms, decide whether the statutory 30% or a reduced treaty rate applies, track what was actually withheld, or assemble the 1042-S figures. This module does exactly that.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account, contacts
- Support: support@pokutsoft.com
Update date: 2026-07-02